Will the 'shared economy' pioneers be the next Twitter or Facebook?
The shared economy companies are threatened by laws and regulation. But then, which disruptive businesses are not? Uber and Airbnb are likely to be...
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JST Group (6687 HK): Valuation Insights
In this note, I present my forecasts and valuation. My analysis suggests that the IPO price is attractive in the context of the revenue growth.
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SAP (SAP GR): âAgentificationâ of the Business Suite Accelerates
âSAP unveils new Business Suite with AI integration across functions, featuring Joule AI assistant and BDC Connect. Flywheel vision aims to embed...
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SAP (SAP GR): AI Shakes Up Talent Acquisition Suites
âSAP acquires SmartRecruiters to boost AI talent acquisition tools, signaling renewed focus on HR tech and addressing challenges in enterprise AI...
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Palantir Technologies Inc:Â Rotation Signals Momentum Shift
Palantir has surged into global fund portfolios, doubling ownership to record highs. Growth-led buying and a 500% rally push it toward Tesla-like...
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